Holders over time
- JD
- GOOG
| Quarter | JD | GOOG |
|---|---|---|
| Q3 2020 | 32 holders, $13.5bn | 47 holders, $73.8bn |
| Q4 2020 | 34 holders, $14.7bn | 48 holders, $88.6bn |
| Q1 2021 | 23 holders, $12.7bn | 42 holders, $102bn |
| Q2 2021 | 25 holders, $12.2bn | 42 holders, $122bn |
| Q3 2021 | 19 holders, $10.7bn | 44 holders, $128bn |
| Q4 2021 | 19 holders, $9.8bn | 48 holders, $138bn |
| Q1 2022 | 16 holders, $6.5bn | 48 holders, $125bn |
| Q2 2022 | 23 holders, $6.8bn | 46 holders, $93.3bn |
| Q3 2022 | 24 holders, $5.1bn | 46 holders, $79.3bn |
| Q4 2022 | 21 holders, $5.1bn | 46 holders, $62.7bn |
| Q1 2023 | 21 holders, $3.3bn | 48 holders, $65.5bn |
| Q2 2023 | 20 holders, $2.5bn | 43 holders, $75.1bn |
| Q3 2023 | 19 holders, $2.0bn | 45 holders, $81.6bn |
| Q4 2023 | 20 holders, $2.5bn | 45 holders, $82.8bn |
| Q1 2024 | 17 holders, $2.4bn | 46 holders, $83.4bn |
| Q2 2024 | 15 holders, $1.4bn | 45 holders, $98.4bn |
| Q3 2024 | 27 holders, $4.9bn | 48 holders, $86.1bn |
| Q4 2024 | 27 holders, $3.9bn | 49 holders, $94.5bn |
| Q1 2025 | 20 holders, $4.3bn | 53 holders, $72.6bn |
| Q2 2025 | 11 holders, $1.7bn | 50 holders, $77.5bn |
| Q3 2025 | 10 holders, $1.8bn | 49 holders, $107bn |
| Q4 2025 | 3 holders, $479m | 54 holders, $152bn |
| Q1 2026 | 7 holders, $870m | 56 holders, $148bn |
| Q2 2026 | 6 holders, $561m | 53 holders, $194bn |
Jd.com Inc
- Holders
- 20
- Reported value
- $2.5bn
- Buyers
- 14
- Sellers
- 9
Breadth +5 among 93 comparable managers.
Alphabet Inc
- Holders
- 45
- Reported value
- $82.8bn
- Buyers
- 15
- Sellers
- 28
Breadth -13 among 93 comparable managers.
Who holds both, Q4 2023
Both (11)
Arrowstreet Capital LP, Capital World Investors, Coatue Management LLC, Dodge & Cox, ExodusPoint Capital Management LP, Invesco Ltd, Jane Street Group LLC, Man Group PLC, Millennium Management LLC, Point72 Asset Management LP, Renaissance Technologies LLC
Only JD (9)
Eisler Capital Management Ltd, Oaktree Capital Management LP, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Scion Asset Management LLC, Tiger Global Management LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Voloridge Investment Management LLC
Only GOOG (34)
Acadian Asset Management LLC, AllianceBernstein LP, Appaloosa LP, AQR Capital Management LLC, ARK Investment Management LLC, Artisan Partners LP, Baillie Gifford & Co, Baupost Group LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, D. E. Shaw & Co., Egerton Capital UK LLP, Farallon Capital Management LLC, Fidelity (FMR LLC), First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Markel Group Inc, Marshall Wace LLP, MFS Investment Management, Neuberger Berman Group LLC, Pershing Square Capital Management LP, Polen Capital Management LLC, and 9 more
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.